Videos

In part 2 of their interview, Colin Lawson  talks about the marketing strategy that has helped in firm grow asset over the years.  Seminars and events play a huge role in Equilibrium's marketing process, and Colin talks the thought process that led the firm down that...

https://finalytiq.wistia.com/medias/s3t03hjne4?embedType=iframe&videoWidth=800 No one will contest how incredibly difficult it is to scale a financial advice business. The conventional wisdom is that you need an army of advisers to achieve this; after all advisers...

https://finalytiq.wistia.com/medias/l9h648pqso?embedType=iframe&videoWidth=800   In this final part of our video series with Seb Dovey, the cofounder of wealth management consultancy Scorpio Partnership talks about roboadvisers and how technology in general...

https://finalytiq.wistia.com/medias/xinywlwqzh?embedType=iframe&videoWidth=800   For many financial planning business owners, the hope is that one day, they'll be in a position to cash in on their lives’ work by selling their firms. However, with vast...

https://finalytiq.wistia.com/medias/9aanu3c4x8?embedType=iframe&videoWidth=800 On this session of the Adviser Hangout, Abraham Okusanya talks to Steve Martin of Smart Financial about how he runs his UK-based lifestyle financial planning firm while he and his...

https://finalytiq.wistia.com/medias/cdgylryymu?embedType=iframe&videoWidth=650 Ian Cooke joined financial services at a tender age of 23, and over the last two decades or so, he has build what can be best described as a financial planning empire. The sprawling...

https://finalytiq.wistia.com/medias/29omj022af?embedType=iframe&videoWidth=650 In this latest session, Abraham Okusanya speaks to Phil Billingham, a highly regarded industry consultant and founder of Phil Billingham Partnership. Phil recently carried out some...

https://finalytiq.wistia.com/medias/nmvb4ff1dd?embedType=iframe&videoWidth=650 It's a  21st century David and Goliath story in retail financial services! When 'young,' energetic, and passionate David Ferguson decided to take on big lifecos, by setting up an...

https://finalytiq.wistia.com/medias/cq5ci250ui?embedType=iframe&videoWidth=601   Financial planning is often compared to accountancy, in terms of its development as a profession, fee charging and how clients value the services provided to them. In the video,...